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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,636 | $183,968+35.7% | $162,166+53.9% | $152,870+63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -3.45% | 150.77%-154.2pp | 115.59%-119.0pp | 345.34%-348.8pp |
| Employer contribution / active EE | $6,862 | $6,371+7.7% | $5,614+22.2% | $4,763+44.1% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,154 | $13,121-68.3% | $10,842-61.7% | $11,597-64.2% |